HWM
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HighMark Wealth Management’s CareDx CDNA Stock Holding History

HighMark Wealth Management’s Portfolio CDNA Stock Details CDNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-475
Closed -$8.25K – 570
2026
Q1 		$8.25K Hold
475
– – ﹤0.01% 316
2025
Q4 		$8.95K Hold
475
– – ﹤0.01% 326
2025
Q3 		$6.91K Hold
475
– – ﹤0.01% 353
2025
Q2 		$9.28K Hold
475
– – ﹤0.01% 320
2025
Q1 		$8.43K Hold
475
– – 0.01% 310
2024
Q4 		$10.2K Hold
475
– – 0.01% 282
2024
Q3 		$14.8K Hold
475
– – 0.01% 240
2024
Q2 		$7.38K Hold
475
– – ﹤0.01% 334
2024
Q1 		$5.03K Hold
475
– – ﹤0.01% 373
2023
Q4 		$5.7K Hold
475
– – ﹤0.01% 346
2023
Q3 		$3.33K Sell
475
-25,000
-98% -$231K ﹤0.01% 399
2023
Q2 		$217K Hold
25,475
– – 0.16% 46
2023
Q1 		$233K Hold
25,475
– – 0.18% 44
2022
Q4 		$291K Sell
25,475
-1,100
-4% -$16.3K 0.22% 39
2022
Q3 		$452K Hold
26,575
– – 0.39% 23
2022
Q2 		$571K Hold
26,575
– – 0.46% 24
2022
Q1 		$983K Hold
26,575
– – 0.66% 17
2021
Q4 		$1.21M Sell
26,575
-448
-2% -$23.4K 0.77% 15
2021
Q3 		$1.71M Buy
27,023
+61
+0.2% +$4.64K 1.26% 12
2021
Q2 		$2.47M Sell
26,962
-63
-0.2% -$5.01K 1.81% 9
2021
Q1 		$1.84M Sell
27,025
-551
-2% -$42.8K 1.47% 11
2020
Q4 		$2M Sell
27,576
-4,782
-15% -$277K 1.72% 11
2020
Q3 		$1.23M Buy
32,358
+15,835
+96% +$535K 1.11% 12
2020
Q2 		$585K Buy
+16,523
New +$470K 0.64% 18

Other funds holding CDNA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HighMark Wealth Management's CDNA Position: Q2 2026 in Review

HighMark Wealth Management sold out of CareDx (CDNA) in Q2 2026, closing a stake of 475 shares — an estimated $8.25K sold.

HighMark Wealth Management first reported a position in CDNA in Q2 2020 and held it in 24 quarters. The position peaked at $2.47M in Q2 2021. 228 funds tracked by Wall St. Rank hold CDNA as of Q2 2026.

  • HighMark Wealth Management reported no remaining CareDx position as of Q2 2026 after selling out during the quarter.
  • HighMark Wealth Management sold 475 CareDx shares in Q2 2026, an estimated $8.25K.
  • HighMark Wealth Management first reported a position in CareDx in Q2 2020 and held it in 24 quarters.
  • HighMark Wealth Management's CareDx position peaked at $2.47M in Q2 2021.
  • 228 funds tracked by Wall St. Rank held CareDx as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.